Reconcile a Section

NextGen® Enterprise EHR Help

Reconcile a Single Item

Within each section, each item begins with an icon indicating the import status for that item. Import Status Icons Following are the icons that can appear, and the actions available for each. New New item. Select this button to open the one-click reconciliation window. Cannot Be Imported Item cannot be imported because it is missing critical data. Matched Item Item matched an item that is already in NextGen® Enterprise EHR. To make any changes to this item, you must select the Import tab and use the full Clinical Reconciliation Module. Ignored Item was previously marked as Ignored in the Clinical Reconciliation Module. To make any changes to this item, you must select the Import tab and use the full Clinical Reconciliation Module. Parent topic: One-Click Reconciliation

NextGen® Enterprise EHR Help

Perform One-Click Reconciliation

After you have clicked on or hovered over the reconcile button in the heading for a section, the Reconcile All New <Items> window opens. The New <Items> pane shows the items that are available for import. Initially, the action for each item is set to Add, which means the item will be imported. Note: The titles of the window and the individual panes vary to reflect which C-CDA section you are reconciling. For example, if you are reconciling the Allergies section, the window title is Reconcile All New Allergies, and the upper right pane is named New Allergies. Actions for New Items To change the action for a new item, select the value in the Action column, and selectAdd or Ignore. Selecting the Action for a New Item After you have finalized your selection, select Confirm to import the selected items. The items that you removed from the selection are marked as ignored. If necessary, respond to any windows that prompt you to do the following: Resolve missing or incorrect data Resolve dupli

NextGen® Enterprise EHR Help

Configure Permissions for Reconciliation

The one-click reconciliation feature is governed by the same permissions as the Clinical Reconciliation Module. These permissions are found in the Discrete Data Import subgroup of the Modules permissions group in the System Administrator. Under Discrete Data Import, the various categories of importable clinical data are listed, such as Allergies, Diagnoses, Family History, and so on. For each category, enable or disable rights for the user to View or Add items in that category. The Update, Delete, and Print rights have no impact on one-click reconciliation. For details about configuring Modules permissions, refer to the System Administrator Guide forNextGen®Enterprise on the NextGen Healthcare Success Community. Parent topic: One-Click Reconciliation

NextGen® Enterprise EHR Help

Configure to Display When Hovering

The Reconcile window appears when you select Reconcile (reconcile) for a section or an individual item. Optionally, you can change this behavior so the Reconcile window also appears if you hover over the Reconcile (reconcile) button for a second. To enable this behavior, Run the System Administrator and set the Custom Viewer Import on Hover option to True in the General Options section of the Universal Preferences. For instructions on how to modify Universal Preferences, refer to the System Administrator Universal Preferences appendix or see the System Administrator Guide forNextGen®Enterprise on the NextGen Healthcare Success Community. Parent topic: One-Click Reconciliation

NextGen® Enterprise EHR Help

Open the Full Reconciliation Module

You can use the full Clinical Reconciliation module rather than the one-click reconciliation feature for any of the following tasks: See the full set of data columns for each clinical item, rather than just the most commonly useful columns. Reconcile items from multiple Clinical Document Architecture (CDA) documents simultaneously. Reconcile resolved medications, allergies, or problems, not just the currently active items. Replace or delete any previously imported items. View reconciliation history. For details about the Clinical Reconciliation module, refer to the Clinical Reconciliation Module User Guide forNextGen®Enterprise EHR on the NextGen Healthcare Success Community. You can open the Clinical Reconciliation module in any of the following ways: Within the Reconcile window for one-click reconciliation, select the link for the full Reconciliation module. Reconciliation Module Link Select the Clinical Reconciliation Module icon near the top of the right pane in Custom View. Clinic

NextGen® Enterprise EHR Help

Reconcile a Section

If a section includes items, then the heading for that section includes a Reconcile (reconcile) button. Select or hover on this button to open the one-click reconciliation window. Location of Reconcile Button Parent topic: One-Click Reconciliation

Reconcile a Section

Recommendations

Reconcile a Single Item

Perform One-Click Reconciliation

Configure Permissions for Reconciliation

Configure to Display When Hovering

Open the Full Reconciliation Module

Reconcile a Section

Reconcile a Section

Reconcile a Single Item

Perform One-Click Reconciliation

Configure Permissions for Reconciliation

Configure to Display When Hovering

Open the Full Reconciliation Module

Reconcile a Section